Tech SectorAnyone following this sector knows that it has generally been down or at best, treading water since being singled out by Janet Yellen a few weeks ago with her own version of
irrational exuberance. SVC is obviously not immune and that's at least one reason why our SP is where it is. We are also in the traditional weakest time of the year for the markets (Aug - Oct). But I agree with those in the positive camp as this stock has excellent potential and should do well down the road.
As a refresher and for any newbies to this BB, the individuals below would seem to agree. GLTA
| 2014-07-30 |
TOP PICK |
Peter Imhof |
Turnaround story. The management team has learned from their mistakes and now have things right. Done well in terms of earnings over the last few quarters. Low multiple. $1 a share in cash. 12 times earnings. 50% earnings growth next year. Margins continue to increase. Multiple will continue to increase. There is a scarcity of technology companies in Canada and this one is a good take out candidate.
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|
Price:
$3.650
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes |
| 2014-04-25 |
PAST TOP PICK |
Patrick Horan |
(Top Pick Mar 7/13, Up 103.08%) A cable company can now charge companies like NetFlix to access its subscriber base. This is where SVC comes in.
/
|
Price:
$3.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes |
| 2014-03-25 |
PAST TOP PICK |
Patrick Horan |
(A Top Pick March 7/13. Up 62.05%.) If you own, continue to Hold. You may not get rewarded this year, but over the next couple of years you will. He senses that there is a larger telecom and Internet spend coming. We need to upgrade our networks and make them faster. This company is right in the middle of that sweet spot.
/
|
Price:
$3.160
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes |
| 2014-02-19 |
TOP PICK |
James Telfser |
One of his growthier names. They do deep packet inspection, which takes all the data that you send if you’re on your phone, using social media, texting, etc and pull it all apart to see what you are doing, which is very valuable for the carriers. Have started to announce some big contracts in Latin America and some big carriers in the US are adding products. A leader in their field.
/
|
Price:
$3.210
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes |
| 2014-01-31 |
Robert McWhirter |
A science experiment that is finally getting traction. They do deep packet inspections as to what is happening on a network to improve quality of service. Stock ranks in the top 1% of the database. Earnings on January 9 are up 28% and the next quarter is supposed to be up 34%. Free cash flow positive with a 4% free cash flow yield. PE forecast for 2014 is about 17X against a reasonable growth rate of 37%, which gives you a PE to growth of .5. Great Outlook for the coming 12 months.
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|
Price:
$3.080
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No |